Order-Specific Lot Requirements

In addition to suggesting lots based on Test Plans at the customer level, it is possible to base the suggestion on the sales order line level.

This function allows users to copy the existing sales order Test Plan to a sales order line and edit the accepted values or tolerances (upper/lower limit) of each property. This criterion will be used in the Suggest Lots function to search for lots in inventory that fulfill the accepted value or that are within the tolerance.

Example

A customer orders 250 units of an item that has 300 units on hand in three lots. This customer has defined that net weight must be between 200–205 but only two of the lots meet this criterion and are available in the Lot Selection page. Therefore, 50 units cannot be fulfilled. The customer decides that a slight variance is acceptable so the entire order can ship immediately.

  1. On the Lines FastTab of the Sales Order, choose Line > Quality Assurance > Order-specific Test Plan. The Test Plan Assignment page opens with an Order-specific line that uses the customer-specific Test Plan in the Test Plan No. field.
  2. Choose the Copy Test Plan action. A new test plan is created from the customer-specific test plan and is inserted into the Test Plan No. field.
  3. Choose the Customize Test Plan action to make the order-specific changes.
  4. In the Test Plan Card page, update information on the General FastTab as needed.
  5. Select the first line and then choose Property Set > Card on the Lines FastTab.
  6. In the Lower Limit field for the net weight test property field, change the value from 200.00 to 198.00.
  7. Close the Test Plan Prop.Set Card page.
  8. On the General FastTab of the Test Plan Card page, enter a date in the Valid from field and then change the Status to Certified.
  9. Choose the Close button to close the Test Plan Card page and then close the Test Plan Assignment page.
  10. On the Sales Order, choose Line > Quality Assurance > Suggest Lots on the Lines FastTab. Now all three lots are displayed in the Lot Selection page since each meet the criteria for this Sales Order line.
  11. Select the two lots that met the criteria to take full inventory from these lots first and then run the function again to select the remaining 50 from the last lot to fulfill the order.

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